The advantages of $MSFT lie in: Azure + Copilot + AI enterprise applications + the software ecosystem.
If AI moves from “training models” into “enterprise productivity,” Microsoft will be a very direct beneficiary.
That’s also why the AI market shouldn’t focus on NVDA alone.
Hardware is the first stage; software commercialization may be the second stage.
If AI moves from “training models” into “enterprise productivity,” Microsoft will be a very direct beneficiary.
That’s also why the AI market shouldn’t focus on NVDA alone.
Hardware is the first stage; software commercialization may be the second stage.